Admin. Bookkeeping. Paperwork.
Not exactly why you started your trades business, right? But if you’re running a trades business, it needs to be done, and we’re here to make it simpler.
We’ve pulled together some useful tools, templates, and checklists to help tradies like you stay on top of the boring-but-important stuff.
✔ Save time
✔ Stay organised
✔ Sort your paperwork without the headaches
Scroll down to grab what you need. Totally free. No strings attached.
Xero Bookkeeping Cheat Sheet
Sick of bookkeeping headaches?
This cheat sheet is designed for tradies using Xero, giving you the key tasks to tick off weekly, monthly, and at the end of the financial year.
No jargon. No accounting degree needed. Just a simple checklist to keep you sorted.
✔ What to do and when
✔ Handy Xero shortcuts and automation tips
✔ End-of-year prep made easy
Perfect for: a trades business doing its own accounts or wanting to know what to check before sending stuff to its accountant.
Toolbox Meeting Template
Keeping your team safe starts with solid communication.
This Toolbox Meeting template helps you quickly record who’s on site, what was covered, and any issues raised—without scribbling on scrap paper or losing your notes.
✔ Covers attendance, safety moments, updates, and action items
✔ Helps you stay compliant with health & safety requirements
✔ Easy to print or fill out digitally
Perfect for: a trades business with crews on-site who want to stay on top of health & safety admin.
How to Write a Job Ad
Hiring your first (or next) team member? Writing a job ad that attracts the right person can be a mission.
This free guide takes the guesswork out of it, giving you a simple step-by-step structure to write up an ad that gets noticed.
✔ Where to advertise
✔ What to include (and what not to)
✔ A handy example to follow
Perfect for: a trades businesses that want to grow their team without wasting time sifting through dud applications.
Position Description Template
A Position Description isn’t just paperwork—it’s your blueprint for what a role involves.
This free template lays it out for you, so you’re covered legally and practically when you bring someone new on board.
✔ Set clear expectations
✔ Define responsibilities and reporting lines
✔ Keep everyone on the same page
Perfect for: a trades business that employs staff (or is planning to) who want to get their ducks in a row without writing it from scratch.
Employee Details Form
Get all the key info you need from your new hire in one easy form.
This Employee Details Form covers everything from emergency contacts to tax codes, so you’re not chasing paperwork later.
✔ Simple and easy to use
✔ Space for personal, tax, KiwiSaver, and visa details
✔ Keeps your records tidy and compliant
Perfect for: a trades business taking on employees for the first time or wanting to tidy up their onboarding process.
Need something that you can't find?
Get in touch with us and we'll help you out.
